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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

214 hedge funds and large institutions have $3.31B invested in iShares Russell Top 200 Value ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+32
Holders Change %
+17.58%
% of All Funds
2.91%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.18%
New
54
Increased
70
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$332M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$103M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$68.2M
4
BCI
Brinker Capital Investments
Pennsylvania
+$45.5M
5
OPS
Orion Portfolio Solutions
Nebraska
+$45.5M

Top Sellers

1
SW
SVB Wealth
Massachusetts
-$56.7M
2
AWM
AE Wealth Management
Kansas
-$4.69M
3
CAM
Concorde Asset Management
Michigan
-$4.12M
4
Morgan Stanley
Morgan Stanley
New York
-$4.06M
5
Ameriprise
Ameriprise
Minnesota
-$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$265K -$3.28K -40 -1%
ACA
152
Anchor Capital Advisors
Massachusetts
$265K – – –
SPC
153
Sigma Planning Corp
Michigan
$262K +$262K +3,194 New
WIA
154
World Investment Advisors
California
$259K +$259K +3,153 New
SWP
155
Sagespring Wealth Partners
Tennessee
$258K – – –
DT
156
Diversified Trust
Tennessee
$258K – – –
Creative Planning
157
Creative Planning
Kansas
$256K +$256K +3,120 New
FAIM
158
Financial Advocates Investment Management
Washington
$248K +$248K +3,023 New
KPWG
159
KFA Private Wealth Group
Virginia
$248K +$248K +3,019 New
TC
160
TownSquare Capital
Utah
$243K +$20.8K +253 +9%
MOS
161
MGO One Seven
Ohio
$235K +$235K +2,854 New
LIA
162
LifePlan Investment Advisors
North Carolina
$234K -$7.56K -92 -3%
Cerity Partners
163
Cerity Partners
New York
$217K – – –
CT
164
Colonial Trust
South Carolina
$216K – – –
VCM
165
Virtue Capital Management
Tennessee
$216K +$216K +2,622 New
LSA
166
Lion Street Advisors
Texas
$214K +$214K +2,607 New
MAV
167
Mason & Associates (Virginia)
Virginia
$209K – – –
AWA
168
Alta Wealth Advisors
Massachusetts
$208K -$38.1K -464 -15%
Financial Engines Advisors
169
Financial Engines Advisors
California
$207K +$207K +2,525 New
PFG
170
Pacific Financial Group
Washington
$202K -$20.5K -250 -9%
GM
171
GeoWealth Management
Illinois
$172K +$16.4K +199 +10%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$160K -$125K -1,525 -44%
SC
173
SouthState Corp
Florida
$156K – – –
SIS
174
Sound Income Strategies
Florida
$155K – – –
PTC
175
Private Trust Company
Ohio
$150K +$15.2K +185 +11%
5 6
7
8 9